No qualifying author-owned investment thesis was confirmed in this post.
The author provides no fundamental reason or concrete catalyst for any of the assets, only a general opinion that they are reasonable to hold.
Score6
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I don't own any of these businesses but I think investors will do just fine in them and quite possibly outperform (I think that's more likely in a painful market than one that annualizes 10-15%). It doesn't matter what people here say if you know the business well, I think these are all reasonable investments for yall to hold onto...
Paypal, Adobe, Lululemon, Novo Nordisk, United Health, Salesforce
Did you buy them at the wrong time? Yes. but that doesn't mean they're bad risk adjusted returns from here... if you have a holding period of under a year chances are you should exit now but if you have a holding period of under a year none of these businesses should have made it through your research